vs
Doximity, Inc.（DOCS）与MEDICAL PROPERTIES TRUST INC（MPW）财务数据对比。点击上方公司名可切换其他公司
MEDICAL PROPERTIES TRUST INC的季度营收约是Doximity, Inc.的1.5倍（$270.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 6.5%，领先26.8%），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -0.2%）
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
DOCS vs MPW — 直观对比
营收规模更大
MPW
是对方的1.5倍
$185.1M
营收增速更快
MPW
高出6.8%
9.8%
净利率更高
DOCS
高出26.8%
6.5%
两年增速更快
DOCS
近两年复合增速
-0.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $270.3M |
| 净利润 | $61.6M | $17.6M |
| 毛利率 | 89.9% | 95.8% |
| 营业利润率 | 38.9% | 9.7% |
| 净利率 | 33.3% | 6.5% |
| 营收同比 | 9.8% | 16.6% |
| 净利润同比 | -18.1% | 104.3% |
| 每股收益（稀释后） | $0.31 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DOCSMPW
| Q4 25 | $185.1M | $270.3M | ||
| Q3 25 | $168.5M | $237.5M | ||
| Q2 25 | $145.9M | $240.4M | ||
| Q1 25 | $138.3M | $223.8M | ||
| Q4 24 | $168.6M | $231.8M | ||
| Q3 24 | $136.8M | $225.8M | ||
| Q2 24 | $126.7M | $266.6M | ||
| Q1 24 | $118.1M | $271.3M |
净利润DOCSMPW
| Q4 25 | $61.6M | $17.6M | ||
| Q3 25 | $62.1M | $-77.7M | ||
| Q2 25 | $53.3M | $-98.4M | ||
| Q1 25 | $62.5M | $-118.3M | ||
| Q4 24 | $75.2M | $-412.3M | ||
| Q3 24 | $44.2M | $-801.2M | ||
| Q2 24 | $41.4M | $-320.6M | ||
| Q1 24 | $40.6M | $-875.6M |
毛利率DOCSMPW
| Q4 25 | 89.9% | 95.8% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 91.8% | ||
| Q1 25 | 89.5% | 63.6% | ||
| Q4 24 | 91.6% | 90.9% | ||
| Q3 24 | 90.0% | 96.5% | ||
| Q2 24 | 89.3% | 98.4% | ||
| Q1 24 | 89.4% | 84.9% |
营业利润率DOCSMPW
| Q4 25 | 38.9% | 9.7% | ||
| Q3 25 | 37.8% | -28.0% | ||
| Q2 25 | 37.4% | -36.7% | ||
| Q1 25 | 35.2% | -48.5% | ||
| Q4 24 | 47.4% | -173.7% | ||
| Q3 24 | 38.8% | -350.7% | ||
| Q2 24 | 36.4% | -114.5% | ||
| Q1 24 | 35.5% | -318.6% |
净利率DOCSMPW
| Q4 25 | 33.3% | 6.5% | ||
| Q3 25 | 36.8% | -32.7% | ||
| Q2 25 | 36.5% | -40.9% | ||
| Q1 25 | 45.2% | -52.8% | ||
| Q4 24 | 44.6% | -177.8% | ||
| Q3 24 | 32.3% | -354.8% | ||
| Q2 24 | 32.7% | -120.3% | ||
| Q1 24 | 34.4% | -322.7% |
每股收益（稀释后）DOCSMPW
| Q4 25 | $0.31 | $0.03 | ||
| Q3 25 | $0.31 | $-0.13 | ||
| Q2 25 | $0.27 | $-0.16 | ||
| Q1 25 | $0.31 | $-0.20 | ||
| Q4 24 | $0.37 | $-0.68 | ||
| Q3 24 | $0.22 | $-1.34 | ||
| Q2 24 | $0.21 | $-0.54 | ||
| Q1 24 | $0.20 | $-1.46 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $64.8M | $540.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $979.3M | $4.6B |
| 总资产 | $1.2B | $15.0B |
| 负债/权益比越低杠杆越低 | — | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资DOCSMPW
| Q4 25 | $64.8M | $540.9M | ||
| Q3 25 | $169.2M | $396.6M | ||
| Q2 25 | $137.3M | $509.8M | ||
| Q1 25 | $209.6M | $673.5M | ||
| Q4 24 | $165.3M | $332.3M | ||
| Q3 24 | $184.2M | $275.6M | ||
| Q2 24 | $111.4M | $606.5M | ||
| Q1 24 | $96.8M | $224.3M |
总债务DOCSMPW
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $10.1B |
股东权益DOCSMPW
| Q4 25 | $979.3M | $4.6B | ||
| Q3 25 | $1.1B | $4.7B | ||
| Q2 25 | $1.0B | $4.8B | ||
| Q1 25 | $1.1B | $4.8B | ||
| Q4 24 | $1.0B | $4.8B | ||
| Q3 24 | $961.2M | $5.4B | ||
| Q2 24 | $913.6M | $6.2B | ||
| Q1 24 | $901.4M | $6.7B |
总资产DOCSMPW
| Q4 25 | $1.2B | $15.0B | ||
| Q3 25 | $1.3B | $14.9B | ||
| Q2 25 | $1.2B | $15.2B | ||
| Q1 25 | $1.3B | $14.9B | ||
| Q4 24 | $1.2B | $14.3B | ||
| Q3 24 | $1.1B | $15.2B | ||
| Q2 24 | $1.1B | $16.2B | ||
| Q1 24 | $1.1B | $17.3B |
负债/权益比DOCSMPW
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.51× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $60.9M | $230.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.99× | 13.11× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSMPW
| Q4 25 | $60.9M | $230.8M | ||
| Q3 25 | $93.9M | $18.6M | ||
| Q2 25 | $62.1M | $51.7M | ||
| Q1 25 | $98.5M | $384.0K | ||
| Q4 24 | $65.2M | $245.5M | ||
| Q3 24 | $68.3M | $59.2M | ||
| Q2 24 | $41.2M | $35.3M | ||
| Q1 24 | $63.9M | $74.3M |
资本支出强度DOCSMPW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSMPW
| Q4 25 | 0.99× | 13.11× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
MPW
暂无分部数据
